David Walther, CPA / PFS, JD, is Director of Wealth Management Services at Purk Advisors, LLC, the wealth management subsidiary of Purk & Associates, P.C. Dave and his team work with clients to help plan for their retirement, manage investments, and prepare financially for life events. Dave strives to provide comprehensive and integrated solutions that give clients the best opportunities to provide for their loved ones and to meet their goals.

Brings more than 30 years of experience working with individuals and businesses on a variety of financial and tax issues

Quoted on financial and tax issues in national publications including The Wall Street Journal, Fortune Magazine, Money Magazine and USA Today

Joined Purk & Associates in 2010

SPECIALIZATION

Investment Strategies

Retirement Maximization

Insurance and Asset Protection

EDUCATION & MEMBERSHIPS

B.S., Accounting, University of Kansas, Lawrence, Kansas

J.D., University of Missouri – Kansas City, Kansas City, Missouri

Missouri Society of Certified Public Accountants (MSCPA)

American Institute of Certified Public Accountants (AICPA)

COMMUNITY INVOLVEMENT

Brentwood Chamber of Commerce - Treasurer

Beta Theta Pi St. Louis Alumni Club - President

St. Mary Magdalen Parish - Financial Advisory Board

Securities offered through 1st Global Capital Corp. Member FINRA/SIPC Investment advisory services offered through 1st Global Advisors Inc. We have advisors licensed to offer securities in the states of Illinois, Missouri, California, Wisconsin, North Carolina, Ohio, Utah, Florida, and Kentucky. This is not an offer to sell securities in any other state or jurisdiction.

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“We want our clients to become ‘friends of the firm’ where we truly enjoy working together to solve problems, plan for the future and provide peace of mind.”